Advisor at Black Knight Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Knight Wealth Management, LLC
Location
State College, PA
Credentials
Series 65
Industry experience
4 years
Carl Kielbasa is a financial advisor at Black Knight Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Bartell and Bartell, Edmentum, and Herff Jones Company. Outside of advising, Carl works as an education curriculum consultant. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage customized investment portfolios.
Based on Black Knight Wealth Management, LLC
Based on Black Knight Wealth Management, LLC
Financial planning fixed fees up to $10,000, negotiable.
$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.
Up to $350 per hour for financial planning services, negotiable.
Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.
State College, PA
Pennsylvania
Black Knight Wealth Management, LLC
2020 - Present (6 years)
Great Minds, PBC
2019 - Present (7 years)
Bartell and Bartell
2018 - 2019 (1 year)
Edmentum
2017 - 2018 (1 year)
Herff Jones Company
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
State College, PA
Phelps Financial Advisors
Series 66
Bellefonte, PA
Borden Portfolio Management
Series 63, Series 65
State College, PA
TLC Group Investment Advisors, LLC
CFP®, Series 66
State College, PA
Invested Advisors
CFP®, Series 65
State College, PA
Invested Advisors
ChFC®, Series 63
State College, PA
Nestlerode & Loy, Inc.
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